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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Insurance Sales Representative

Full-TimeDeadline 10/1/27
No salary listed
Mid
Fort Mill, SC, USA
RemoteRemote work is limited to Texas, South Carolina, North Carolina, Wisconsin, Indiana, Georgia, and Florida.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • At least 3 years of sales experience is required.
  • Insurance industry experience and knowledge.
  • Must be able to work a variable schedule, including evenings and some company holidays.
  • Must adhere to procedures and rules of conduct in a fast-paced inside sales environment.
  • Experience working with self-discipline and self-reliance without direct supervision.
  • Experience using successful sales techniques.
  • Ability to follow a customized sales process.
  • Ability to learn and retain new information quickly and independently.
  • Strong business English skills, both verbal and written, including grammar and spelling.
  • Strong listening skills.
  • Strong sales acumen and ability to analyze information and make decisions.
  • Ability to multitask efficiently.
  • A Life and Health Insurance License is required at hire and must be maintained in good standing in the state of residence within 15 business days from the start date; the representative must also be appointed in at least 39 states, including four of California, Florida, Georgia, New York, North Carolina, and Texas.
  • Ability to remain stationary and work at a desk using a computer or standard office equipment for extended periods.
  • Ability to communicate verbally and exchange accurate information with customers and associates.
  • Visual acuity to read and interpret documents and inspect details, including small defects or parts and machinery, and to use measurement devices continuously.
  • Ability to prepare written correspondence, reports, and forms in prescribed formats with correct punctuation, grammar, diction, and style.
  • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform continuous computer work involving substantial movement of the wrists, hands, and fingers.
  • Ability to work extended hours during peak workloads or special projects and events.
Responsibilities
  • Sell Gerber Life products directly to consumers through lead sources including direct response television advertising, direct mail, internet, partnership marketing, and existing customers.
  • Serve customers according to their needs, performing sales and service functions, including handling service calls routed to the Contact Center.
  • Use sales skills and product knowledge to identify customer needs, recommend and sell appropriate products, and provide customer service.
  • Identify customer needs and communicate the value of products through conversations.
  • Recommend products that address customer needs while promoting business growth and goal achievement.
  • Process inbound and outbound sales and service calls, complete new insurance applications by entering information into an electronic database, and sell policies to new prospects and existing customers using a consultative sales approach.
  • Handle calls in accordance with regulatory and compliance guidelines to ensure accuracy.
  • Perform other duties as assigned.
  • Comply with company policies and standards.
Desired Qualifications
  • Contact center experience and knowledge are preferred.
  • Bilingual competency in English and Spanish is a plus.
  • A track record of exceeding sales targets and consistently driving results is valued.
  • Motivation by the opportunity to earn money is valued.

About the company

W

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.